OnBase ECM (Enterprise Content Management) conversion service involves the process of migrating and transferring data and documents from an existing ECM system or other sources into the OnBase ECM platform. We provide this service to help organizations transition their information and content management workflows to OnBase, a comprehensive ECM solution offered by Hyland Software.

Analysis and Assessment

We collaborate with the client to understand their current ECM system, data formats, document types, metadata structures, and specific requirements. This assessment helps in devising a conversion strategy tailored to the client’s needs.

Data Mapping and Transformation

Based on the analysis, we map the data elements from the source system to the corresponding elements in OnBase. This involves defining metadata fields, document types, classifications, and other relevant attributes. Data transformation may be necessary to ensure compatibility and integrity during the migration process.

Document Extraction and Conversion

We extract documents and associated data from the source system using various techniques such as APIs, connectors, or direct database access. The extracted data is then transformed and converted into formats compatible with OnBase, ensuring that the content and metadata are accurately preserved.

Metadata and Indexing

The converted data is enriched with metadata, which allows for efficient search, retrieval, and organization within the OnBase ECM platform. Metadata may include information such as document title, author, creation date, keywords, and any other relevant attributes.

Quality Assurance and Validation

We perform rigorous testing and validation to ensure the accuracy, integrity, and completeness of the converted data. This involves comparing the migrated data with the source system to identify any discrepancies and resolving them to achieve data consistency.

Import and Integration

Once the converted data and documents are validated, we import them into the OnBase ECM system. This involves establishing connections, configuring import settings, and defining workflows and access controls as per the client’s requirements.

User Training and Support:

As part of our service, we offer user training sessions to familiarize the client’s staff with the OnBase ECM platform. We also provide ongoing technical support and assistance to address any queries or issues that arise during or after the conversion process.

Post-Conversion Data Cleanup

After the migration, we assist in cleaning up any residual data in the source system, ensuring that it is properly archived or removed as per the client’s data retention policies.

The specifics of the OnBase ECM conversion service may vary depending on factors such as the complexity of the source system, the volume of data involved, and the unique requirements of each organization.